Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BWM
4301
BCGM Wealth Management
Indiana
$227M +$28.8M +15% 118
LC
4302
Landaas & Company
Wisconsin
$227M +$21.7M +11% 82
MAM
4303
Milestone Asset Management
Pennsylvania
$227M +$51.6M +30% 82
RCGI
4304
Ribbit Capital GP III
California
$227M +$245K +0.1% 2
LL
4305
LPWM LLC
Minnesota
$227M +$18.7M +9% 73
WCG
4306
Weaver Consulting Group
California
$227M +$8.29M +4% 192
TB
4307
Terril Brothers
Missouri
$227M +$13.8M +6% 60
CC
4308
Carrhae Capital
United Kingdom
$226M -$88.2M -28% 24
DFA
4309
Delta Financial Advisors
Louisiana
$226M +$18.8M +9% 119
GSIAS
4310
Garden State Investment Advisory Services
New Jersey
$226M +$29M +15% 245
PWS
4311
Peloton Wealth Strategists
Indiana
$226M +$7.09M +3% 92
SGA
4312
Siguler Guff Advisers
New York
$226M -$30.6M -12% 7
SCI
4313
Stableford Capital II
Arizona
$226M +$86.1M +62% 167
GCM
4314
Gibraltar Capital Management
Oklahoma
$226M +$11.7M +5% 65
WPWM
4315
Windward Private Wealth Management
Kansas
$226M -$8.63M -4% 46
GWAG
4316
Garrett Wealth Advisory Group
Texas
$225M +$20.4M +10% 56
LSIA
4317
LaSalle St. Investment Advisors
Illinois
$225M -$977K -0.4% 136
RCM
4318
Robinson Capital Management
Michigan
$225M +$12M +6% 336
AIM
4319
AMI Investment Management
Indiana
$225M +$11M +5% 60
FUBT
4320
First United Bank & Trust
Maryland
$225M +$11.9M +6% 147
SRC
4321
Stone Run Capital
New York
$225M +$15.9M +8% 58
CSWG
4322
Cardinal Strategic Wealth Guidance
Kentucky
$225M +$9.5M +4% 87
FDS
4323
Freedom Day Solutions
Texas
$225M +$13.5M +6% 107
OFS
4324
OneAscent Financial Services
Alabama
$225M -$21.3M -9% 216
SIM
4325
Symetra Investment Management
Connecticut
$225M -$6.7M -3% 3